Alpha Financial Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Alpha Financial Advisors, LLC
- $226 Billion
- Q3 2024
A detailed history of Alpha Financial Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 119,253 shares of DFAS stock, worth $7.75 Million. This represents 3.42% of its overall portfolio holdings.
Number of Shares
119,253
Previous 119,716
0.39%
Holding current value
$7.75 Million
Previous $7.19 Billion
7.54%
% of portfolio
3.42%
Previous 3.46%
Shares
8 transactions
Others Institutions Holding DFAS
# of Institutions
671Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$728 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$453 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$433 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$289 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$177 Million1.82% of portfolio